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Enterprise-Class Lead Management System |
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Two-way
integration with the leading Loan Origination Systems
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Designed to
enable the fastest delivery of internet leads and inbound
phone calls. |
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Web-based for
anytime, anywhere access |
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End-to-end
reporting – see lead delivery through loan funding in one
place |
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Performance
metrics on lead vendors, branches and Loan Officers. |
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Our
automated lead distribution module gets the leads to the
right people in your organization within seconds of
their arrival. Take-The-lead accepts, validates and
distributes internet and inbound call leads, ensuring
those leads get to the right sales person within
seconds. |
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This technology is
the foundation that enables you to rightly align
sales people and borrowers establishing
credibility and trust. |
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Distribute leads to
the right Loan Officers based on state
licensing, loan amount, credit type, loan type,
lead vendor and daily cap. |
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Phone and internet
leads get to the right Loan Officer in real
time. |
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Multiple loan
officers get a lead offer ensuring the consumer
gets the fastest response and the sales person
is ready to work the lead immediately.
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TTL Features -
Settings and
filters |
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Organization |
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Lead
filtering by State |
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State |
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Licensing/Compliance
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Manage Corporate-level licensing
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Manage Branch-level compliance (branches are
limited to the corporate state licenses)
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Manage User-level licensing
(users inherit licensing from corporate) |
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Branch
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• Lead
filtering by State & Vendor
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Configurable ICD & TTL Daily caps
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Daily lead count tracking
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Configurable ICD Branch allocation by
vendor
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Users
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• Lead
filtering by State, Vendor, Loan Purpose,
Estimated Credit & Loan Amounts
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Configurable ICD & TTL Daily caps
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Daily lead count tracking
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Configurable minimum delay between assigned lead
offers |
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Lead flow
management |
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Leads can be routed to sales personnel as a
subset of the licensed states. |
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Vendor
Management |
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• Single Portal for
your lead vendors to post leads.
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Reject leads based on state licensing.
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Manage and reject duplicate leads within and
across vendors.
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Manage vendor contact information.
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Align lead vendors across branches and Loan
Officers.
(This alignment enables fine control of which
sales people and branches get licenses from
specific vendors.) |
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Reporting
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TTL Dashboard
– shows online status, lead counts/caps, last
sign on time, last received lead time and state
filters by user.
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TTL Branch Settings
Dashboard – shows you all of your
branches and the active vendors and states
aligned with those branches.
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TTL User
Settings Dashboard – shows all
pertinent lead flow settings for all users.
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TTL Client
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• Real-time lead offer
tool bar for both ICD & TTL.
Last message received & status.
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